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Creating Appointments

Phone bookings, walk-ins, regulars who’d rather text you — this guide covers creating those bookings yourself.

The calendar

Section titled “The calendar”

Calendar Page

A full-width grid with a control bar across the top: live counts for the period, Prev / Today / Next, search, a staff filter, a status filter, and a New button.

Two views — Week and Month. In Month view, clicking a day opens a drawer with that day’s bookings.

Creating a booking

Section titled “Creating a booking”

Click New, or click into the calendar, to open the New Reservation form.

Step 1: Choose the customer

Section titled “Step 1: Choose the customer”

New Booking Modal

Toggle between Select existing and Create new.

  • Select existing — search by name or email and pick from the list.
  • Create new — enter their name, email and phone. This is how customers get added to your customer list; there’s no separate “add customer” screen.

Give an email address wherever you can. Without one the customer gets no confirmation, no reminders, and can’t cancel or check status themselves.

Step 2: Choose the service and staff

Section titled “Step 2: Choose the service and staff”

Select Service

Pick the service, and the staff member who’ll deliver it. The price fills in from the service — override it here for a discount or a special rate.

Step 3: Pick the date and time

Section titled “Step 3: Pick the date and time”

You get the same availability picker your customers see on the public booking page, so what you’re looking at is exactly what’s genuinely open. Slots already taken aren’t offered, so you can’t double-book by accident.

Step 4: Notes and requests

Section titled “Step 4: Notes and requests”

Add Notes

Add anything the appointment needs — preferences, instructions, equipment.

Step 5: Save

Section titled “Step 5: Save”

Review and save.

Tips

Section titled “Tips”
  • Get the email right — it drives confirmations, reminders and self-service cancellation.
  • Assign staff as you go, so the calendar’s staff filter stays useful.
  • Check the price whenever you’ve overridden it.
  • Confirm straight away if the booking is already agreed — otherwise it sits pending.
  • Watch your monthly booking limit on Free and paid plans alike; bookings you create count toward it.

Next Steps

Section titled “Next Steps”
Section titled “Related Guides”